Who's Got Pricing Power?
Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason...
Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason Moser analyze as they discuss: - Disney's surprising 1st-quarter results in Parks and Disney+ subscribers - Peloton changing its leadership and tightening its purse strings - Affirm Holdings accidentally tweeting its earnings results too early - Pepsi & Coca-Cola telling similar stories with profits and higher costs - Cloudflare gearing up for 2022 - The latest from CVS, Chipotle, and Zillow - Two stocks on their radar: Brookfield Renewable Corp. and The Trade Desk
Plus, Bill Shea from The Athletic offers an advertising preview of Super Bowl 56 and discusses how streaming video platforms are influencing the ad-buying landscape in live sporting events.
What are you doing on February 18th? If you want to join our members attending the "Investing Essentials 2022 & Beyond" event just click here: http://2022.fool.com
Stocks discussed: DIS, PTON, AMZN, NKE, AFRM, PEP, KO, NET, CVS, CMG, Z, BUD, PLNT, GM, COOK, BEPC, TTD
Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Shea Engineer: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices